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Our people

Our Team

Planners, CPAs, estate specialists and portfolio managers who work as one team for every client.

Directory

Everyone you will work with.

Every client has a lead advisor and a team behind them. Filter by discipline to see who does what.

Careers

Do your best work with people who care about it.

We hire for judgment and curiosity, then invest in credentials and mentorship. Every role at Evenhold is close to clients.

Request an introduction

Your first conversation is an easy one.

Tell us a little about what is on your mind. A member of our team will call within one business day to arrange an unhurried first meeting, in person or by video. There is no cost and no obligation.

Call us to schedule
(704) 555-0142

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New: The 2026 Year-End Planning Guide from our CPAs and planners. Download the guide